See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,409,036 | $176,377+698.9% | $134,143+950.4% | $158,922+786.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.51% | 63.63%-56.1pp | 36.33%-28.8pp | 302.83%-295.3pp |
| Employer contribution / active EE | $23,357 | $5,040+363.4% | $3,704+530.6% | $4,761+390.6% |
| Participant deferral / active EE | $18,179 | $4,091+344.3% | $3,499+419.6% | $5,982+203.9% |
| Admin fee / account holder | $27,711 | $8,718+217.9% | $6,684+314.6% | $11,246+146.4% |